I am slightly wary as the grades may not be great. These ex-communist countries often produced U at a loss due its strategic importance during the cold war. Until the tonnes and grade are known I for 1 will tread warily. If the grades r ok I will jump on board as I think U will hit US$100/lb in the next 12 months. If that means losing out in the short term then so be it.
Live and die by JORC